FISV

Fiserv Inc

1,713 hedge funds and large institutions have $62B invested in Fiserv Inc in 2025 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 645 increasing their positions, 679 reducing their positions, and 255 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

26% less capital invested

Capital invested by funds: $84.3B → $62B (-$22.3B)

35% less first-time investments, than exits

New positions opened: 167 | Existing positions closed: 255

58% less funds holding in top 10

Funds holding in top 10: 8636 (-50)

Holders
1,713
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$525M
Puts
$592M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1651
Bare Financial Services
Pennsylvania
$5.67K
PW
1652
Pandora Wealth
Illinois
$5.67K
TH
1653
TCTC Holdings
Texas
$5.67K
AWM
1654
Activest Wealth Management
Florida
$5.54K
RJA
1655
Ross\Johnson & Associates
Minnesota
$5.42K
BWL
1656
Bogart Wealth LLC
Virginia
$5.42K
GA
1657
Guerra Advisors
Florida
$5.42K
DPW
1658
DiNuzzo Private Wealth
Pennsylvania
$5.25K
HFS
1659
Horizon Financial Services
North Carolina
$5.16K
T
1660
Tidemark
California
$5.03K
CCM
1661
Cloud Capital Management
Washington
$5K
BHWM
1662
Beaird Harris Wealth Management
Texas
$4.77K
TF
1663
Tompkins Financial
New York
$4.51K
VWA
1664
Valued Wealth Advisors
Utah
$4.38K
PSFG
1665
Park Square Financial Group
Georgia
$4.26K
EWP
1666
Elevation Wealth Partners
California
$4.25K
BL
1667
BFSG LLC
California
$4K
CC
1668
Corsicana & Co
Texas
$4K
FW
1669
Fairway Wealth
Ohio
$3.87K
FUBT
1670
First United Bank & Trust
Maryland
$3.74K
TCA
1671
Trifecta Capital Advisors
Illinois
$3.61K
MHR
1672
Matthew Hamilton Rosenberg
$3.35K
BHWM
1673
Bay Harbor Wealth Management
Maryland
$3.22K
GFWA
1674
Grey Fox Wealth Advisors
Delaware
$3.22K
TFM
1675
TFC Financial Management
Massachusetts
$3.1K